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Invesco India Flexi Cap Fund vs Tata Flexi Cap Fund compare
Invesco India Flexi Cap Fund - Growth
Tata Flexi Cap Fund -Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | Invesco India Flexi Cap Fund - Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| Fund | Invesco India Flexi Cap Fund - Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹4000 Cr | ₹3476 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 11 Feb 2022 | 06 Sep 2018 |
| Category | Flexi Cap | Flexi Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 | NIFTY 500 TRI |
| Turn Over | 97% | 69.17% |
| Expense Ratio | 1.96 | 1.94 |
| Manager | Amit Ganatra | Amey Sathe |
| ISIN Code | INF205KA1460 | INF277K019K2 |
| Exits Load | Invesco India Flexi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Tata Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Invesco India Flexi Cap Fund - Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| 1 Month | 1.58% | 2.17% |
| 6 Month | 10.52% | 6.87% |
| 1 Year | 5.78% | 5.9% |
| 3 Year | 21.79% | 16.03% |
| 5 Year | - | 17.36% |
SIP Return Analysis
| Scheme Name | Invesco India Flexi Cap Fund - Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| 6 Month | 0.45% | 0.46% |
| 1 Year | 9.99% | 9.49% |
| 3 Year | 19.4% | 14.08% |
| 5 Year | - | 13.55% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Flexi Cap Fund - Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| 1 Year | 21.81% | 12.92% |
| 3 Year | 22.64% | 15.49% |
| 5 Year | - | 15.78% |
Risk Management
| Scheme Name | Invesco India Flexi Cap Fund - Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 13.79% | 11.31% |
| Sharp | 1.04% | 0.80% |
| Beta | 0.95% | 0.81% |
| Alpha | 5.31% | 1.43% |
Fund Managers
| Scheme Name | Invesco India Flexi Cap Fund - Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| Name | Amit Ganatra | Amey Sathe |
| Total AUM | ₹23585 Cr | ₹11910 Cr |
| Funds Managed | 5 | 4 |
| Invesco India Flexi Cap Fund - Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
Market Cap
| Scheme Name |
Invesco India Flexi Cap Fund - Growth |
Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| Others | 12.89 | 4.3 |
| Large Cap | 40.08 | 62.48 |
| Mid Cap | 29.06 | 15.26 |
| Small Cap | 17.96 | 17.95 |
Sector Allocation
| Scheme Name |
Invesco India Flexi Cap Fund - Growth |
Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| Others | 3.43 | 2.48 |
| Communication Services | 1.58 | 1.13 |
| Consumer Cyclical | 23.44 | 11.73 |
| Industrials | 15.46 | 8.12 |
| Healthcare | 15.51 | 3.85 |
| Real Estate | 2.02 | 2.72 |
| Financial Services | 25.88 | 31.7 |
| Technology | 10.17 | 9.46 |
| Basic Materials | 2.51 | 13.32 |
| Consumer Defensive | 0 | 11.56 |
| Energy | - | 3.92 |
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